WARREN STREET WEALTH ADVISORS, LLC
CRD #173447 SEC #801-117597 IRVINE, CA 714-876-6200
SEC Registered
Total AUM
$457.8M
Discretionary
$451.7M
Employees
10
Clients
51
Accounts
1,021
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $457.8M | $451.7M | $6.1M | 10 | 10 |
| Aug 2025 | $457.8M | $451.7M | $6.1M | 10 | 10 |
| May 2025 | $457.8M | $451.7M | $6.1M | 9 | 10 |
| Feb 2025 | $457.8M | $451.7M | $6.1M | 8 | 10 |
| Nov 2024 | $357.8M | $353M | $4.9M | 8 | 35 |
| Oct 2024 | $357.8M | $353M | $4.9M | 8 | 35 |
| Aug 2024 | $357.8M | $353M | $4.9M | 8 | 35 |
| Jun 2024 | $357.8M | $353M | $4.9M | 8 | 35 |
| Mar 2024 | $357.8M | $353M | $4.9M | 8 | 35 |
| Aug 2023 | $274.6M | $262.4M | $12.2M | 8 | 0 |
| Jun 2023 | $274.6M | $262.4M | $12.2M | 8 | 0 |
| Mar 2023 | $274.6M | $262.4M | $12.2M | 7 | 0 |
| Mar 2023 | $274.6M | $262.4M | $12.2M | 7 | 0 |
| Feb 2023 | $274M | $258.4M | $15.6M | 7 | 0 |
| Feb 2023 | $274M | $258.4M | $15.6M | 8 | 0 |
| Jun 2022 | $274M | $258.4M | $15.6M | 8 | 0 |
| May 2022 | $274M | $258.4M | $15.6M | 8 | 0 |
| Apr 2022 | $274M | $258.4M | $15.6M | 9 | 0 |
| Mar 2022 | $274M | $258.4M | $15.6M | 9 | 0 |
| Oct 2021 | $188.4M | $173.7M | $14.8M | 9 | 0 |
| Aug 2021 | $188.4M | $173.7M | $14.8M | 8 | 0 |
| Mar 2021 | $188.4M | $173.7M | $14.8M | 8 | 0 |
| Dec 2020 | $156.5M | $148.7M | $7.8M | 8 | 10 |
| Nov 2020 | $156.5M | $148.7M | $7.8M | 8 | 10 |
| Nov 2020 | $156.5M | $148.7M | $7.8M | 7 | 10 |
| Jun 2020 | $156.5M | $148.7M | $7.8M | 7 | 10 |
| May 2020 | $156.5M | $148.7M | $7.8M | 7 | 10 |
| Mar 2020 | $156.5M | $148.7M | $7.8M | 8 | 10 |
| Jan 2020 | $105.7M | $104.7M | $1M | 8 | 0 |
| Oct 2019 | $105.7M | $104.7M | $1M | 7 | 0 |
| Oct 2019 | $105.7M | $104.7M | $1M | 6 | 0 |
DateDec 2025
Total AUM$457.8M
Discretionary$451.7M
Non-Disc.$6.1M
Employees10
Clients10
DateAug 2025
Total AUM$457.8M
Discretionary$451.7M
Non-Disc.$6.1M
Employees10
Clients10
DateMay 2025
Total AUM$457.8M
Discretionary$451.7M
Non-Disc.$6.1M
Employees9
Clients10
DateFeb 2025
Total AUM$457.8M
Discretionary$451.7M
Non-Disc.$6.1M
Employees8
Clients10
DateNov 2024
Total AUM$357.8M
Discretionary$353M
Non-Disc.$4.9M
Employees8
Clients35
DateOct 2024
Total AUM$357.8M
Discretionary$353M
Non-Disc.$4.9M
Employees8
Clients35
DateAug 2024
Total AUM$357.8M
Discretionary$353M
Non-Disc.$4.9M
Employees8
Clients35
DateJun 2024
Total AUM$357.8M
Discretionary$353M
Non-Disc.$4.9M
Employees8
Clients35
DateMar 2024
Total AUM$357.8M
Discretionary$353M
Non-Disc.$4.9M
Employees8
Clients35
DateAug 2023
Total AUM$274.6M
Discretionary$262.4M
Non-Disc.$12.2M
Employees8
Clients0
DateJun 2023
Total AUM$274.6M
Discretionary$262.4M
Non-Disc.$12.2M
Employees8
Clients0
DateMar 2023
Total AUM$274.6M
Discretionary$262.4M
Non-Disc.$12.2M
Employees7
Clients0
DateMar 2023
Total AUM$274.6M
Discretionary$262.4M
Non-Disc.$12.2M
Employees7
Clients0
DateFeb 2023
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees7
Clients0
DateFeb 2023
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees8
Clients0
DateJun 2022
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees8
Clients0
DateMay 2022
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees8
Clients0
DateApr 2022
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees9
Clients0
DateMar 2022
Total AUM$274M
Discretionary$258.4M
Non-Disc.$15.6M
Employees9
Clients0
DateOct 2021
Total AUM$188.4M
Discretionary$173.7M
Non-Disc.$14.8M
Employees9
Clients0
DateAug 2021
Total AUM$188.4M
Discretionary$173.7M
Non-Disc.$14.8M
Employees8
Clients0
DateMar 2021
Total AUM$188.4M
Discretionary$173.7M
Non-Disc.$14.8M
Employees8
Clients0
DateDec 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees8
Clients10
DateNov 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees8
Clients10
DateNov 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees7
Clients10
DateJun 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees7
Clients10
DateMay 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees7
Clients10
DateMar 2020
Total AUM$156.5M
Discretionary$148.7M
Non-Disc.$7.8M
Employees8
Clients10
DateJan 2020
Total AUM$105.7M
Discretionary$104.7M
Non-Disc.$1M
Employees8
Clients0
DateOct 2019
Total AUM$105.7M
Discretionary$104.7M
Non-Disc.$1M
Employees7
Clients0
DateOct 2019
Total AUM$105.7M
Discretionary$104.7M
Non-Disc.$1M
Employees6
Clients0